M. Wolfe
M. Wolfe
absolutely earnings led networking next picture quarter reporting shaping
We think the earnings picture shaping up for this quarter is just going to be absolutely stupendous, led in part by semiconductors and the networking firms. They're all reporting in the next two weeks.
act begin believe bit dead fiscal growth guides half investors management money per post report stock street wednesday year
If after the report on Wednesday investors believe that FedEx will be able to post double-digit (earnings per share) growth during the first half of the fiscal year 2001, we believe the stock should begin to act a bit better. If FedEx management guides the street downward, we believe the stock will be dead money for some time.
continued growth leverage margin reported strong ups upside volume yields
Once again, UPS reported stronger-than-expected volume growth but was not able to leverage that growth into strong upside margin improvement, as yields continued to decelerate.
although carriers convinced currently economic economy evidence growth immune parcel reported slowing taking
Slowing growth is looming for the parcel carriers, in our view. Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they will not be immune to the significant slowing in U.S. economic growth that is currently taking place.
although carriers convinced currently economic economy evidence growth immune parcel reported slowing taking
Slowing growth is looming for the parcel carriers, in our view, ... Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they will not be immune to the significant slowing in U.S. economic growth that is currently taking place.
benefit continues cost driven environment estimates expect fast gains improvement majority quarter rails report rise sales shows side steady strong upside vast yield
CSX's report shows steady improvement on the cost side and it continues to benefit from the strong yield environment that all the rails are seeing. However, the vast majority of the upside in the quarter was driven by gains on sales and we don't expect estimates to rise as fast for CSX as some of the other rails.
kids parents report risk studies versus
All the studies show that parents underestimate their own kid's risk behaviors versus what kids report they're actually doing. There's a big gap.
airport bringing budget carry conference focused private realistic reducing runway schedule technical together
This should be a working conference bringing together technical experts, airlines, controllers, airport officials, private pilots, to come up with focused recommendations for reducing runway incursions and a realistic schedule and a realistic budget to carry out those recommendations,
apple double market
This will happen, and when it does, Apple will double its market share.
capital earnings effort few growth hill material next per political positive share spent support time ups validation winning
This will be very positive for UPS over the long term. This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.
capital earnings effort few growth hill material next per political positive share spent support time ups validation winning
This will be very positive for UPS over the long term, ... This is not material to earnings per share during the next few years, but over time it will be an important growth engine. It is also important to UPS because of the validation of the political time and effort they spent in winning support on Capital Hill for these slots.
current protecting sell stock targeted
This will be targeted at protecting the stock if there is a sell off by current owners. This is not new news.
college guys pittsburgh seeing
There are a lot of young guys who are doing it, like the guy in Pittsburgh (Ben Roethlisberger), ... He's doing it. They're seeing a lot of it (pro-style defenses) in college now.
bit contract
There are a lot of things in that contract that are a bit disturbing.